We're proud to call ourselves financial advisors, because that's what we've been doing for more than 15 years as a Registered Investment Advisory (RIA) firm. We are relentless in creating the best financial strategy for you, because we're successful only when you're successful. We view our responsibility as taking care of you and your loved ones, not just your money, and we excel at managing the toughest financial challenges you bring us.
Our passion is to get you the results you want with the fewest unexpected consequences possible. We are the anti-robo-advisors. We collaborate with you to anticipate and manage life's myriad transitions.
SAOS Capital is a Registered Investment Advisory (RIA) firm offering fee-based services based on assets under management. We use Fidelity Investments as our custodian to ensure our client’s money is with a reputable and stable entity. Fidelity has been in business for 65 years and houses close to $5.4 trillion in assets. All accounts are covered by SIPC insurance for a total of $500,000 per account. In addition, Fidelity offers insurance provided by Lloyds of London to allow a total aggregate excess of SIPC coverage of $1 billion in account protection. Through Fidelity, SAOS Capital has broad access to US and international exchanges, including currency, commodities and bond markets, among other opportunities.
SAOS Capital is a Registered Investment Advisory (RIA) firm offering fiduciary fee-based services based on assets under management.
The SAOS Capital team is passionate about providing world-class financial advice to any who knock at our door looking for a long-term collaborative relationship to define and pursue their individual financial and personal goals. It is our heartfelt objective to conduct an integrity- and honesty-based business in which we daily demonstrate our value to our clients on a very personal level.